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At ADvendio, our mission is to continuously enhance your experience. As part of this, we are simplifying features and optimizing performance, starting with version 2.173. We are committed to providing you with the best possible experience, and we believe that this measure will help us achieve that goal.

Immediate Action Required! Administrators must update license information after upgrading to version 2.173 to ensure uninterrupted access to ADvendio. Failure to perform these steps will result in an error for all users.

Learn more about the exact steps required.

Upcoming Deprecations!

To optimize performance, unused features and integrations will be removed starting with the Winter 25 Release. View the full deprecation schedule

New enhanced Layouts for Connections Customers!

You might notice your Connection Records looking different, that is because with 2.173, we are introducing new Lightning Record Pages for the Connections module and we are starting with your entry point: The connections object!

Find out more about how the new layout can help you and what these changes bring.

Discover the AI Addon!

Leverage tailored campaign product recommendations with our new AI Addon, now available with a 30-day free trial. Learn more.

Track Changes with Confidence!

Our enhanced Field History Tracking now supports key ADvendio objects, helping you monitor changes effortlessly. Explore Field Tracking.

Release recording

Join the Product team as they introduce the exciting new features of ADvendio’s Winter ‘25 release. Please watch our dedicated Release Announcement video.

Installation links for version 2.173

Please find the installation links for this version below:

  • Installation link 2.173 for your production environment (org) or

  • Installation link 2.173 to update your sandbox

It's important to ensure you are not logged into a Salesforce org where you don't wish to install ADvendio. We recommend either an incognito window of your browser or a different browser altogether to install new versions.

If you need help during the installation, please see our upgrade tips.

CAMPAIGNS

Components

Issue Type

Description

Ad Material Management / Creative Upload

Changes and optimizations

We resolved an issue where uploading files caused a component exception in Creative Upload.

API / Dynamic Pricing/Price Rules

Improvement

We implemented a Price Rule no-query mode for the Price Rule application API to offer clients the possibility to increase the response time of the service by letting them handle queries by themselves.

Audience Segments, Key Values

Changes and optimizations

Resolved an issue with the "Regex replace exceeds heap limit" error message when adding Audience segments

New feature

We worked on a great feature that many of you have been eagerly waiting for: Custom grouping of Key Values and Audience segments enhanced the component by allowing to Group KeyValues/Audience Segments of the tree into a separated tab. Read more in our Wiki: https://advendio.atlassian.net/wiki/spaces/SO/pages/3271327745/4.20.1.2+Key+Value+and+Audience+Targeting+in+Campaign+Builder#Custom-Grouping

Audience Segments / Campaign Builder / Targeting

Improvement

We enabled a new targeting type for FreeWheel: Advanced Targeting to combine Video Content and Inventory targeting. Check it out in our Wiki: 4.20.1.11 Advanced FreeWheel Targeting in Campaign Builder

Booking Calendar

Changes and optimizations

Resolved an issue where Record Types permission restrictions were not restricted as expected in the classic Booking Calendar.

For the Check Availability service with our Booking Calendar

  • We resolved issues where publication date-related items and content were causing incorrect availability calculations

  • Improved error handling for better understanding of why the feature is not reachable and reduced timeouts within the feature

Booking Calendar LWC

Improvement
New Feature

We added a bunch of enhancements to our Booking Calendar Lightning:

  • As a new enhancement, we have enabled the display of images in the Booking Calendar Lightning for Ad Specs.

  • we introduced a series of key improvements, enhancing its usability and performance.

  • We added an Export mode feature to extract the view as a csv (Beta)

  • Enhanced Basket Management: Improved functionality to allow adding multiple ad prices to the basket with clever behavior, simplifying complex pricing scenarios.

  • Refined Calendar Settings: Conducted a comprehensive follow-up on Booking Calendar settings, implementing enhancements to improve user interaction and configuration efficiency.

  • Consistent Item Display: Resolved issues where basket items from the homepage or Booking Calendar were not visible when reopening the calendar from Media campaigns, ensuring a unified user experience.

  • Improved Filtering Efficiency: Enhanced filter performance and responsiveness, ensuring accurate and quick filtering capabilities for better navigation and search results.

  • Package-Specific Filtering: Updated Booking Calendar Lightning to enable filtering for package-only items, catering to specific user needs and workflows.

  • Error Handling Enhancements: Improved error handling, providing clearer error messages and reducing disruption during workflow operations.

Booking Calendar LWC
Booking Calendar LWC / Media Search

Changes and optimizations

We implemented a series of fixes and improvements to enhance the Booking Calendar functionality, addressing both usability and technical issues:

  • Addressed the split error in Click Event and improved the selection mechanism for Booking Calendar cells.

  • Fixed the inconsistent behavior in Booking Calendar Settings Lightning, enabling stable and reliable performance across various use cases.

  • Resolved issues with Content IDs being stored in an incorrect format, ensuring proper alignment with data management standards.

  • Enhanced Calendar Views: Improved the usability of the Monthly view in the Booking Calendar, making it more intuitive and convenient for navigating across calendar months.

  • Fixed the issue with UTC discrepancies for end dates in the Booking Calendar LWC, ensuring accurate scheduling and time zone handling.

  • Resolved multiple issues related to Basket logic, including inconsistencies in updating and managing items across flows and follow-ups.

  • Fixed the filter bug that restricted Media Search results to 10 items in the quick-find box, enhancing the efficiency of search and filtering functionalities.

  • Addressed inconsistencies where the Booking Calendar was not aligned with selected content.

  • We fixed the Booking Calendar issues with monthly view

  • We fixed a visual bug in Booking Calendar Advanced Content tree search

Booking Calendar LWC / Campaign Builder, Flows

New Feature

As a recent enhancement, we improved Campaign Builder and Booking Calendar features for flows:
7.2.25.3 How to set our Booking Calendar up for flow usage
7.2.23.4 How to set up our Campaign Builder for flow usage

Campaign Builder

Improvement
New feature

We introduced several enhancements and a new feature to the Campaign Builder module, focusing on improving usability, flexibility, and performance:

  • Advanced Field Management: Added support for Custom Javascript Logic for Publication Dates and Check Availability, enabling dynamic and customizable workflows.

  • Enhanced Copy Value usability, including the new currency symbol support.

  • Improved Targeting Features: Enabled the wrapping of targeting field values for better readability and alignment, ensuring that even extensive targeting parameters are clearly visible.

  • UI Enhancements: Improved the user interface by aligning Campaign Builder fields to the same height for a consistent look. Added row coloring differentiation to make data organization more intuitive.

  • Performance Optimization: Improved Campaign Builder's efficiency by optimizing the logic, ensuring faster saving processes.

  • Discount Management: Enhanced the logic to handle fields without discounts, ensuring seamless processing of various pricing scenarios without requiring manual intervention.

  • Smooth Integration: Implemented advanced triggers for Custom JS post-Check Availability enabling seamless integration with other system components.

  • We enabled to increase the Contending Campaign Items character capacity of 4000 to a higher amount

  • We enabled the Targeting Component in the Campaign Builder for Accounts targeting with Freewheel.

  • We incorporated the Yield Optimization option as part of our targeting component for Freewheel items.

  • We now support Xandr Connection in Postal Code Targeting UI.

  • We enabled the Content Mode for Inventory Forecast in Campaign Builder Publication Date Calendar

  • We now support Packages with Budget Billing Category in Standard Components

  • We enhanced the targeting component by showing predefined Key Values at Campaign Builder tree and pills

Changes and optimizations

We implemented several fixes to enhance the functionality, performance, and user experience of the Campaign Builder module:

  • Copy Value Operations: Fixed issues related to the revert button after applying Copy Value, ensuring smooth undo functionality. Bugs with from/until dates and general Copy Value behavior were also corrected to maintain consistency and reliability.

  • Targeting and KeyValues: Resolved multiple targeting issues, including errors in the targeting component, broken KeyValue component operators, and audience group deletion. Improvements were also made to inherited key value handling, enhancing the accuracy and usability of advanced targeting features.

  • UI Enhancements: Fixed interface problems such as hidden columns, broken tab rules, inconsistencies between preview items and targeting pills, and picklist menus not closing after selection. These changes ensure a more intuitive and polished user experience.

  • Field Calculations and Financial Integrity: Corrected errors with the Budget N2 field, where values weren’t updating accurately, and addressed calculation issues for Amount Net Net, eCPM, and the Rate Steps feature. Persistent issues with the Special Discount field not remaining at 0% were resolved, ensuring precise financial reporting.

  • Date and Event Management: Fixed Publication Date issues in the Campaign Builder, including inconsistent selection and display of dates. Resolved errors related to Blackouts outside of date ranges and CalendarRange issues when events were absent, providing better timeline control.

  • Item Configuration and Save Behavior: Improved handling of sObjects missing name fields and resolved error messages during Item Configuration updates. Ensured proper saving of values, even when faced with edge cases or incomplete configurations.

  • Commitment Conditions and Packages: Fixed issues where Check Availability failed with commitments and enhanced support for ad hoc packages, ensuring accurate availability checks and configuration.

  • Package and Detail Loading: Addressed issues where Package Item Details failed to load when added via Media Search, ensuring all campaign components display as expected.

  • General Performance Improvements: Resolved inconsistencies in Share of Voice calculations, targeting summaries, and inherited key values. Fixed Tab Rules to function consistently across Profile Types and user scenarios.

  • We fixed a loading issue

  • We solved a Setup problem in the feature setting that caused Campaign Builder not to save items

  • We fixed a few issues for our availability check logic to increase consistency.

  • We resolved an issue with the Rebate in Kind Runtime Validations, which were not functioning correctly, and addressed the incorrect display of Media Basket Validations.

  • We resolved an issue with the Campaign Builder Flow where the 'Back' button was not functioning properly.

  • We addressed critical issues in the Campaign Builder's Net Calculator: Fixed the issue where the Net Calculator was non-functional in Firefox, Resolved problems with the display of ""∞%"" in the Special Discount field, Eliminated the recursive calculation errors in the TargetNet Discount field, Corrected the Net Calculator's functionality for individual package items in the Campaign Builder.

  • We resolved the Custom Settings colour issue within the Campaign Builder and the problem related to the deselect of the Publication Dates

  • We resolved an issue where the Targeting Set could not be deleted from the tree in Campaign Builder. We now support default setup in the Campaign Builder

Campaign Builder / Optimizer

Changes and optimizations

We fixed the TargetingEntry error message within the Optimizer

Campaign Builder Setup

Improvement

We now support to mark a default setup in the Campaign Builder

Changes and optimizations

Resolved an issue where Reload of ICS reloaded first setting instead of the correct setting.

Campaign Item

Changes and optimizations

We resolved an issue related to restricted picklists values and errors thrown in our features when saving invalid values.

Campaign Item Related List Custom

Changes and optimizations

Resolved an issue where related to Package Component displaying API name within Campaign Item Related List and we fixed the visual issue in Campaign Item Related List

Campaign Item Related List Custom / Translation

Improvement

We enhanced Campaign Item Related List Buttons to show translations

Check Availability

Changes and optimizations

Resolved an issue related to the Check Availability action which was not supported in a flow outside of the UI.

Check Availability / Inventory Forecast

Changes and optimizations

We enhanced the Check Availability process from flows when started from Related Listed.

Check Availability / Media Configuration

Changes and optimizations

Share of Voice is now saved with the correct value after Check Availability.

Creative Upload

New Feature

As a new enhancement, we introduced a Creative Validation check for Files which are stored externally.

Improvement

We enhanced data validation for string fields by introducing a minimum number of digits requirement in Ad creative variables

Deprecation and Deletion

Technical Debt

As announced some time ago and repeatedly shared since then we started a bigger cleanup in our ADvendio package that we will continue do in the next year as well. With this release we will be deprecating multiple visualforce pages, a few Aura components and a few fields.
In addition we deleted a few fields and objects.

Please find more information about what to delete manually and a full summary of what was deleted in detail on this Wiki page marked for Winter 24: Deprecation/Deletion Schedule for 2023/2024

Replacement features are presented in this table: Table of Features and Connection Deprecation in 23/24

Integration / Google AdManager

New Feature

We implemented a refreshed user experience for Google Token handling to grant OAuth access.

Inventory Setup assistant

New Feature

We introduced several new features to the new Inventory Setup Assistant component. These include adjusted custom labels for package manager package types. Also, we revamped the Publication Date setup by implementing behavior similar to the previous wizard

Inventory Setup assistant

Changes and optimizations

We fixed a few Package Manager Bugs.

Invoicing / Billing run

Improvement

We improved E-mail Addresses Validation to avoid filtering out media related email addresses.

License Module

Changes and optimizations

We fixed an incorrect license check when running Apex-ADvendio__WebServiceCenter via flow.

Improvement

We introduced a mechanism to understand the usage of ADvendio better. Therefore an action will be required for Admins. If you do not perform this step, users won’t be able to use any ADvendio feature in production instances as they will always show an error message.
Please read more about this in our Wiki: Breaking Change: Version 2.173 and above: Update of License Information for every ADvendio org

LicenseModule / SelfService / Sales Assistant

Improvement

We improved the license check for our self service to differentiate the usage context correctly against the sales assistant for proper licensing.

Lightning Flow

New Feature

Automatically Push Updates and Cancellations to Third-Party Systems: With our new automation flows, updates and cancellations made to Campaign Items in ADvendio can now be seamlessly synced to connected third-party platforms, such as AdServers. When using the Optimizer, changes or cancellations are automatically submitted, ensuring consistency across systems without manual intervention. Users receive an email notification upon completion, providing streamlined control over active and canceled items.
Find more information here: 4.11.3 Automatically Push Updates or Cancellations of Campaign Items to Connected Third-Party Systems (With the Optimizer)

Lightning Flow / Media Search

Changes and optimizations

We removed the button from the Media Search in the Flow to replace it with a proper replacement to support the Media Search better in flows: https://advendio.atlassian.net/wiki/spaces/SO/pages/1229586433/8.4.5.2+Setup+the+Media+Search+for+use+within+Flows

Media Campaign

Task

We worked on improving the deletion process of Media Campaign blocked by Text block MC assignments.

Media Configuration / Publication Dates

Changes and optimizations

We fixed the issue with custom colouring Custom settings that were not evaluated properly with Publication dates.

Media Plan

New Feature

We are excited to introduce a new feature in our Agency App! With this enhancement, users can effortlessly import media plan details by simply uploading a CSV file. It's a one-click solution designed to streamline your workflow and save valuable time.

Media Search

Changes and optimizations

We addressed and resolved multiple issues to enhance the functionality and reliability of the Media Search feature:

Search Improvements: Resolved Content Radius Search filtering issues, ensuring proper results aligned with admin settings.

Quick Search Stability: We resolved problems such as null errors, string exceptions, and restrictive search terms in Media Search quick search, improving accuracy and usability across all searches.

Media Basket Behavior: We corrected a bug where deleting an item in the Media Basket would unintentionally unselect the last item, ensuring basket items are managed as expected.

Error Handling and Performance: We addressed the "Use FOR loop" error, ensured proper site limitation when Rate Cards are selected, and resolved an issue where Ad Price queries broke the filters.

Keyboard Navigation: We fixed the unhandled keyboard arrow issues to enhance the navigation experience for quick searches.

Availability Check: We resolved an issue related to the Availability Check, ensuring it performs as expected.

Search Term Compatibility: We ensured that Site Search Terms function properly to provide consistent and reliable filtering.

Package Manager

Improvement

We now support Packages with Budget billing category in the new Package Manager

Programmatic Data Import

Changes and optimizations

We fixed the issue related to the AdManager Programmatic Data Import, where the Scheduled Import was Not Working

Programmatic Guaranteed

Improvement

We enhanced the Xandr PG feature by allowing to select the buyer seats on UI for PG Deals.

Publication Date Wizard

Task

We fixed a weekday bug in Publication Dates Wizard.

Publication Dates

Changes and optimizations

We fixed the issue related to the Publication Dates when they couldn't be selected if lightning web security is active

Selection Tree

Changes and optimizations

Resolved an issue in the tree where Select/Unselect all didn't work properly.

SelfService / Sales Assistant

Changes and optimizations

Resolved an issue with the Media Campaign Name Validation in Self Service.

Slack

New Feature

We Introduced the Slack Integration to streamline communication and collaboration between Salesforce and Slack, ensuring a seamless connection and efficient functionality. Bringing Salesforce data and workflows directly into Slack for improved collaboration and decision-making:

Connecting Salesforce with Slack: We enabled the connection of Salesforce with Slack applications, ensuring a cohesive and functional user experience across both platforms.

Salesforce Slack Configuration: We introduced robust object creation capabilities in Salesforce as part of the foundational integration setup, enabling better synergy between the two platforms.

Middleware Creation: We developed the middleware layer, establishing a secure and efficient framework to manage the data flow and interaction between Salesforce and Slack.

Initial Setup and Preparations: We streamlined the initial setup process to simplify onboarding and configuration for teams adopting the Slack integration.

Messages and UI Setup: We enhanced the setup for messages and user interface (UI), ensuring that notifications and interactions are intuitive and provide the right information at the right time.

Transfer to ADvendio

Improvement
Task

We improved the Transfer to ADvendio functionality, addressing legacy processes and enhancing usability for seamless operation when editing records.

CONNECTIONS

Components

Issue Type

Description

AdServer Gateway

Task

We implemented significant improvements to the AdServer Gateway to enhance its performance and reliability. These updates include enabling tracking of Booking Calendar Service and Creative Management Service activities in Gateway Usage Reporting for better monitoring. We also evaluated and optimized data model query methods for Salesforce integration. Additionally, we prepared the Gateway for the Salesforce Winter 25 release, ensuring seamless compatibility,

Improvement

We updated the SF OAuth URL to use MyDomain for improved security and reliability

Integration / EQUATIVE

Changes and optimizations

We resolved the Equativ Check Availability issue by fixing the date format bug and enhancing error handling

Check Availability / Submit to AdServer

Improvement

We enhanced the Check Availability and Submit to AdServer functionality by improving Xandr error handling for invalid targeting IDs and enabling the use of custom AdServer pricing when configured, ensuring smoother and more accurate operations.

Check Login / Authentication

Changes and optimizations

We optimized the Check Login and Authentication process by implementing better error handling when field permissions are missing

Creative Upload

Changes and optimizations

We optimized the Creative Upload feature to address issues where external storage files were not returned in the correct order

We improved the Creative Upload integration with Xandr by addressing a data formatting issue where the status boolean was incorrectly converted to a string without quotation marks

Improvement

Additionally, we introduced a new capability to support the import of creatives templates, when using external storage. This required manual adjustment in the past.

Delivery Data

Changes and optimizations

We resolved an issue in the Delivery Data module where the Site-based Delivery Report was incorrectly displaying zero deliveries

Email-Notification

Changes and optimizations

We implemented a new task in the Email Notification module to monitor the email service, enhancing it’s stability.

We addressed the issues with email functionality in sandbox environments.

Integration / FreeWheel

New Feature

We introduced new features in the FreeWheel integration to enhance functionality and flexibility:

  • Programmatic Guaranteed Support for Freewheel: We’ve enhanced our booking capabilities for Freewheel to support Programmatic Guaranteed Deals directly from ADvendio! Use ADvendios inventory management and planning capabilities to set up new PG Deals for Freewheel in a few clicks and book them directly, without going through manual transfers and setups.

  • Yield Optimization Options: Enhanced campaign item booking to support advanced yield optimization for Freewheel, making your Campaigns even more precise. 4.20.1.10 Freewheel Yield Optimization in Campaign Builder

  • Multiple Buyer Targeting Logic: Added support for complex multi-buyer targeting scenarios in Programmatic Direct, you can now target multiple buyers at once. 4.20.1.12 Account Targeting for FreeWheel in Campaign Builder

These features bring significant improvements in automation, targeting capabilities, and optimization for FreeWheel users.

Integration / Adswizz

Improvement

We made important improvements to the Adswizz integration to enhance its performance and reliability:

  • Improved Submit to AdServer: Our Adswizz Integration now allows more flexibility in changing the advertiser account in ADvendio, while still being able to update related Orders and Items in Adswizz.

  • Delivery Report Enhancements: Addressed missing responses from the Adswizz API, improving the accuracy and reliability of delivery reporting.

Changes and optimizations

We introduced changes and optimizations to improve the Adswizz integration:

  • Resolved issues where Delivery Reports were not functioning in version 2.169.

  • Fixed problems related to Region and Geo Targeting Criteria not being properly applied in submissions to Adswizz

Integration / Criteo

New Feature

We’re excited to announce a new partnership between the ADvendio and the Criteo

Integration / Google AdManager

Improvement

We updated the Google AdManager integration to leverage the latest API version (v202405)

Changes and optimizations

We made several improvements and fixes to the Google AdManager (GAM) integration to address key issues and enhance functionality:

  • Submit to AdServer Enhancements: Resolved bugs preventing the modification of dates for paused items. We addressed issues with the Slot Size validation, where slots were flagged as invalid

  • Inventory Import Optimization: Fixed issues with inventory imports appearing in the wrong order and resolved failed record uploads to streamline data synchronization.

  • Error Handling Improvements: Addressed a NullPointer error related to Freeform key values.

  • Proposal Submission Fixes: Resolved bugs in submitting proposals to the AdServer.

  • Unique Name Validation: Fixed an error during campaign submission caused by duplicated campaign names.

  • Update Status Feature: Enhanced our error handling to show clear messages, when status updates failed.

  • We improved the Check Availability feature by sanitizing Gateway responses with Contending Ads data, and resolving KeyValue error messages in Google AdManager (GAM) to ensure smoother and more reliable operations.

Integration / Xandr

Improvement

Xandr Integration: Enhanced Capabilities

  • Postal Code Targeting Support: We improved the Xandr integration to support Postal Code Targeting, ensuring compatibility with both Submit to AdServer and Check Availability features.

  • Error Handling for Advertiser Changes: Enhanced error handling for Submit to AdServer, addressing scenarios where advertisers are changed in ADvendio, reducing submission errors.

  • Deal Creation Improvements: Enhanced Programmatic Guaranteed (PG) deal creation to support multiple campaign items with individual deals, improving the flexibility and efficiency of deal management alongside availability checks.

  • Advertiser Legal Entity Name Handling: Improved Submit to AdServer and Submit Buying Order processes by ensuring accurate Legal Entity Name assignment when pushing new advertisers to Xandr.

  • Xandr Programmatic Guaranteed Deals: We extended our PG capabilities for Xandr to now fully support Availability Checks

  • We enhanced the Underspend Catch-up functionality by enabling the 'Evenly' option on Guaranteed Augmented Line Items.

Changes and optimizations

We have made several fixes:

Native Creatives File Upload: We addressed issues with the Native Creatives file upload

Guaranteed Augmented Blocking Warnings: Optimized processes to resolve blocking warnings related to Guaranteed Augmented items

vCPM and CPCv handling: Enhanced our Submit to AdServer, to prevent errors when updating existing Campaign Items

Deprecation

Deprecation

As announced in our deprecation list, we’ve deprecated our connections features around the legacy key & value targeting. This will mainly impact our Google AdManager Integration.

Lightning Experience

Improvement

Experience a new and improved configuration of your Third Party Connections with our new Lightning Page for the Connection Setup. 7.3.1 Create a Connection with a Third Party System (e.g. AdServer, DSP, SSP)

Submit to AdServer / Check Availability / Ad Type

Improvement

We moved Ad Type settings directly into Campaign Item Fields to simplify workflows and enhance compatibility across Integrations, Submit to AdServer, and Check Availability processes. This will improve greatly the flexibility you have in ADvendio to set up Campaign Items for individual bookings, compare to your preconfiguration on product level. 4.2.5.6 How to overwrite Item Type and Goal settings from your Ad Type on Campaign Items(Ad Type, Goal Type, Goal Percent / Quantity)

FINANCE

Components

FINANCE

Components

Description

Accounting records

New Feature

We have released the lightening version of the accounting record simulation on the Invoice Item. We have disabled all the processes which should not be run on the Invoice item.

Improvement

We have enhanced accounting record generation feature by enabling the possibility to run it only for set time period. This decreases processing time and increases the performance.

  • Field name “Run Accounting records for last X months only

  • API Name: AccountingRecordBatchConditionMonths__c

Whenever you add the the value in this field, it means that the campaign items which has ended more than months set will not be picked up by accounting record generation.

Taxes (GST, HST, VAT)

Improvement

We have created the New fields for VAT type 3 and Type 4. We are planning to patch the actual VAT functionalities later after the release is out

Deprecation

Deprecation

With the version 2.173 we have deprecated:

  • Create Pre Invoice Records (old) from Media Campaign Object

  • Old Pre-invoice wizard (visualforce page)

  • the Old Invoice Wizard (visualforce page)

  • Send an email classic

  • the Cancel invoice (old) Detail Page Button

  • the Cancellation wizard (visualforce page)

Invoicing Wizard

Improvement

With this version we allow users to run several Billing runs to run at the same time if they are run for different legal entities

New Invoicing wizard in Lightening

New Feature

We have released the new Lightening version of the Invoice Wizard. At the same time we have enhanced the functionality:

  • User can change the dispatch type of every preinvoice. We have created a new field on the Invoice object t store the changed value of the dispatch type.

    • Object: Invoice

    • Field Label: Invoice Dispatch Type (Manual)

  • If only one Legal entity exist on the Org, we will preselect it while loading the new wizard

  • Ask your admin to set a maximum count of Preinvoices to be loaded in the Invoicing wizard, this will boost the performance of the billing run

    • Administration Setting name: Number of invoices in the Invoice Wizard

  • New “Invoice all” functionality, were you can invoice unlimited amount of preinvoices based on your filters

  • Now for the new lightning version, we have checkbox fields shown as a picklist and preselected with blank

Merge PDF in Lightening

New Features

We have released the lightening version of the Merge PDF functionality on the Billing run. The new feature has following enhancements:

  • In the PDF table users can select PDFs which require merging

  • Invoice PDFs with all dispatch types can be merged

Pre-Invoice generation

Improvement

During the development of the Delta pre-invoice generation we have cleaned up and enhanced the basic (legacy) pre-invoice generation. It has impact on following functionalities:

  • Delivery data button on the invoice object can be removed, because we enhanced this into the preinvoice generation and this is done automatically with the pre-invoice generation

    • The same applies for the Timesheet activities functionality where the delivered hours are automatically rolled up to the Invoice items

  • Cleaned up VAT and DST calculation rollups

  • Enhanced validation for rounding and rest adjustments

  • Ensured correct quantity rounding and handling of unlimited budgets

  • Ensured correct application of absolute surcharges and discounts in combination with unlimited budgets

  • Ensured that the next period is taken into account during Invoice and Invoice Item Cancelation and will leave the accounting period empty when there is no accounting period open during Invoice and Invoice Item Cancelation

We created two new Field on the campaign item which can help you further during the reporting:

  • Campaign item billing status changes

    • The Billing Status invoiced will consider also pre-invoices which are not created (yet)

    • The Billing Status invoiced will compare the campaign item invoiced amount with the campaign item amount

    • The Billing Status canceled will now also be set when all invoice items are canceled but the campaign item isn’t ⚠️

    • The Billing Status canceled will only be set if all related cancelation invoice items are invoiced

    • The Billing Status canceled will no longer be one of the possible results of a campaign item cancelation with the Optimizer UI, Optimizer API ⚠️

    • The Billing Status partially created will no longer exist

  • Campaign item invoiced amount

During the pre-invoice generation, the result email will contain the filter information to give you more details on the results.

New Invoice item related list

New Feature

We have introduced new Invoice item related list on the Invoice object. It is not only helpful for all the Delta Users, but might also be use for Basic pre-invoice generation users. Please ask your admin to review the feature settings

Delta Invoicing

Delta Beta III

We are happy to announce that Delta Beta Version III is out for you to join our forces in testing and making this a key success feature. This version included:

  • Supports Campaign cancelation

  • Supports Invoice and Invoice item cancelation

  • Fixes on the Packages

MEDIA BUYING

Components

Issue Type

Description

Media Buying

Changes and optimizations

We addressed and resolved several issues in the Media Buying module:

  • We fixed the issue where a method would crash when no value was set.

  • We resolved the problem causing the UI to crash when changing tabs.

  • We fixed the issue where input fields would trigger a freeze on the Buying Orders creation page.

Task

We enhanced the Media Buying capabilities to deliver a more efficient and flexible experience for managing buying orders and items:

Flexible Editing Options: We introduced functionality to allow users to rename orders and items, even if they were prefilled, enabling better customization and clarity.

New Component Development: We developed a new component for the Buying Item Related List, improving usability and accessibility for managing related buying data.

Enhanced Campaign Item Functionality: we improved the deletion management of campaign items and refined the behavior of related Buying Orders and Buying Items to maintain consistency and reliability.

Improved Linking Capabilities: We enhanced the feature to enable users to link existing Buying Orders to their corresponding Buying Campaign Items, simplifying order management.

Connection Field Enhancements: We improved the Connection Field Update process, ensuring accurate and seamless integration with connected systems.

Buying Configuration UI / Media Buying

Improvement

We made significant updates to the Buying Configuration:

Introduced functionality to prevent the record type from changing.

Implemented checks for the buying configuration for new order creation.

Integration / Xandr

Improvement

Reporting Labels: You can now assign reporting labels to Buying Orders and Buying Items for more streamlined tracking and analysis.

Unlimited Budget Option: Our integration now supports the Unlimited Budget setting, offering greater flexibility in campaign planning.

Pacing Options: Easily set Pacing Options for Buying Orders and define Pacing Percentages for Buying Items, giving you more control over your campaign pacing.

Frequency Capping: We’ve added support for setting Frequency Capping, allowing users to define Frequency Capping specifically at the Buying Item level.

Inventory Type Selection: Users can now select an Inventory Type in the Supply Strategy section of Buying Orders using a dedicated dropdown menu. The menu offers three options: App & Web, Web Only, and App Only.

Integration / Google Display & Video 360

New Feature

Audience Segments Targeting: You can now enable Targeting Audience Segments within DV360, offering more precise control over your campaigns.

Improved Campaign Handling: Define Buying Campaigns directly in ADvendio and submit them seamlessly within Buying Orders.

Enhanced UI for Targeting: Updated the Targeting Component interface for a smoother experience with Audience Segments in DV360.

API Updates: Migrated to Bid Manager API v3 and updated the Buying AdStatus API from v2 to v3 for improved compatibility and performance.

Advanced Targeting Enhancements: Introduced support for exclusions in Inventory Types and added the "Congressional District" option for geo-targeting.

Integration / Linkedin

New Feature

We implemented a refreshed user experience for LinkedIn Token handling to grant OAuth access.

Integration / The TradeDesk

Improvement

We’ve successfully migrated the API from the Solimar platform to Kokai, ensuring improved performance, scalability, and compatibility with future updates and we improved the messaging when updating a Buying Order.

Integration / Pinterest

Changes and optimizations

Resolved an issue in the OAuth Token Generation for Pinterest.

Integration / Facebook

Improvement

We updated the Marketing API of our Facebook Integration to Version 19

Integration / Google Ads

Improvement

We’ve updated our system to support API version 17, ensuring compatibility with the latest features and improvements.

What’s Next?

Stay tuned for our next release, where we’ll continue enhancing AI capabilities and streamlining workflows to make ADvendio even more powerful and user-friendly.

Looking for something specific you'd like us to prioritize? Contact your Customer Success Manager or submit a Feature Request today.


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